Equity Sales Advisor

2 weeks ago


Chennai, Tamil Nadu, India Saaki Argus & Averil Consulting Full time

About Saaki Argus & Averil Consulting:

We are a leading financial services provider in India, offering a wide range of products and solutions to cater to the diverse needs of our clients. Our expertise spans equity, debt, currency, commodity, and derivatives markets, as well as wealth management, insurance, mutual funds, and portfolio management services.

Job Title: Retail Sales Equity Advisor - Cluster Manager (RM)

Key Responsibilities:

  • Ensure that all branches/teams within the cluster meet or exceed their sales targets for banking products, broking services, mutual funds, wealth management, and insurance products.
  • Drive cross-selling of financial products across branches to maximize revenue generation, including broking services, insurance, loans, and investment products such as mutual funds and portfolio management services (PMS).
  • Develop strategies to retain existing clients by offering personalized financial advice, investment reviews, and continuous support to ensure long-term client satisfaction.
  • Building the team- Motivating, mentoring and guiding the team. Creating the business plan and help the team to achieve it.
  • To acquire and build relations with HNI, Retail and corporate customers.
  • To educate all segments of customers with various investments avenues available and to provide high quality advise to them on their asset's allocation.
  • To provide end to end service relations to existing customers relationship on a proactive manner.

Preferred Skills:

  • Experience: 5 to 12 years
  • Location: Chennai
  • Qualification: Graduate/ Post Graduate/MBA/PGDM
  • Certifications: NISM / NCFM

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